The scenarios below outline steps to take when reallocating funds to COVID-19 relief efforts for a previously approved request. Taking these steps helps ensure that data is as accurate as possible, both for your records and for the tracking efforts via the COVID-19 approval form field.
COVID-19 Approval Form Field provides an overview of the field and the instructions for adding the field to a process.
Reallocating the Entire Amount Awarded
- Add the COVID-19 field to the approval form for the process.
- Select the appropriate COVID-19 list option in that field.
- Refer to Edit Decision Information After Approving or Denying a Request for instructions on editing an approved request.
Reallocating Part of the Amount Awarded
In this scenario, the amount of the original award that is to be reallocated to COVID-19 funding will be deducted by placing it in a separate request and preserving the amount of the award to be maintained for the original project/program.
- Add the COVID-19 field to the approval form for the process.
- On the original request, adjust the installment forms so that this request only contains funds that will be used for the original project/program.
- This can be done by editing the amount on the installment forms or removing installments that are being reallocated. Refer to Options for Adjusting Installments and Payments for more details, and reach out to the Success Team if you have further questions.
- Manually enter a new approved request with the reallocated portion as the amount awarded.
- On the approval form for this new request, select the appropriate COVID-19 list option in the COVID-19 approval form field.
Reallocating a Request that is Synced to CommunitySuite
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Add the COVID-19 field to the approval form for the process.
- This is only necessary if this data needs to be available in Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM) as well.
- Select the COVID-19 option for the request in CommunitySuite.
- The COVID-19 field data for that request will automatically update in GLM/SLM.
- Any changes to the amount awarded for the request must be made directly in CommunitySuite.